Bellevue Group’s McKesson MCK Stock Holding History

Bellevue Group’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.27M	Sell	9,625 -12,727	-57%	-$10.1M	0.15%	74
2026 Q1	$19.3M	Sell	22,352 -2,746	-11%	-$2.45M	0.46%	52
2025 Q4	$20.6M	Sell	25,098 -12,859	-34%	-$10.5M	0.39%	50
2025 Q3	$29.3M	Sell	37,957 -2,509	-6%	-$1.77M	0.61%	39
2025 Q2	$29.7M	Buy	40,466 +9,886	+32%	+$6.98M	0.65%	38
2025 Q1	$20.6M	Buy	30,580 +11,265	+58%	+$6.96M	0.46%	50
2024 Q4	$11M	Sell	19,315 -16,427	-46%	-$9.2M	0.21%	78
2024 Q3	$17.7M	Sell	35,742 -10,400	-23%	-$5.79M	0.29%	74
2024 Q2	$26.9M	Buy	46,142 +37,145	+413%	+$20.7M	0.44%	60
2024 Q1	$4.83M	Buy	8,997 +4,144	+85%	+$2.1M	0.07%	98
2023 Q4	$2.25M	Sell	4,853 -572	-11%	-$260K	0.03%	105
2023 Q3	$2.36M	Buy	5,425 +2,129	+65%	+$897K	0.04%	109
2023 Q2	$1.41M	Buy	3,296 +557	+20%	+$214K	0.02%	119
2023 Q1	$975K	Sell	2,739 -181	-6%	-$65.4K	0.01%	130
2022 Q4	$1.1M	Sell	2,920 -18	-0.6%	-$6.71K	0.01%	135
2022 Q3	$999K	Buy	2,938 +401	+16%	+$139K	0.01%	136
2022 Q2	$828K	Buy	2,537 +263	+12%	+$84.1K	0.01%	140
2022 Q1	$696K	Sell	2,274 -85	-4%	-$23.1K	0.01%	154
2021 Q4	$586K	Sell	2,359 -71	-3%	-$15.6K	0.01%	158
2021 Q3	$484K	Hold	2,430	–	–	﹤0.01%	166
2021 Q2	$465K	Hold	2,430	–	–	﹤0.01%	159
2021 Q1	$474K	Hold	2,430	–	–	0.01%	159
2020 Q4	$423K	Sell	2,430 -1,462	-38%	-$243K	﹤0.01%	210
2020 Q3	$580K	Hold	3,892	–	–	0.01%	167
2020 Q2	$597K	Hold	3,892	–	–	0.01%	148
2020 Q1	$526K	Sell	3,892 -1,982	-34%	-$290K	0.01%	155
2019 Q4	$812K	Sell	5,874 -50	-0.8%	-$7.07K	0.01%	153
2019 Q3	$810K	Sell	5,924 -225	-4%	-$31.9K	0.02%	149
2019 Q2	$826K	Sell	6,149 -37	-0.6%	-$4.61K	0.01%	142
2019 Q1	$724K	Sell	6,186 -693	-10%	-$85.5K	0.04%	130
2018 Q4	$760K	Sell	6,879 -1,624	-19%	-$203K	0.05%	124
2018 Q3	$1.13M	Sell	8,503 -3,347	-28%	-$436K	0.07%	125
2018 Q2	$1.58M	Sell	11,850 -1,950	-14%	-$285K	0.13%	98
2018 Q1	$1.94M	Hold	13,800	–	–	0.19%	81
2017 Q4	$2.15M	Sell	13,800 -4,200	-23%	-$622K	0.22%	74
2017 Q3	$2.77M	Hold	18,000	–	–	0.29%	72
2017 Q2	$2.96M	Sell	18,000 -6,000	-25%	-$910K	0.35%	64
2017 Q1	$3.56M	Hold	24,000	–	–	0.47%	59
2016 Q4	$3.37M	Hold	24,000	–	–	0.69%	42
2016 Q3	$4M	Sell	24,000 -2,000	-8%	-$373K	0.72%	42
2016 Q2	$4.85M	Sell	26,000 -17,000	-40%	-$2.98M	0.91%	40
2016 Q1	$6.76M	Buy	+43,000	New	+$6.95M	1.23%	23

Other funds holding MCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bellevue Group's MCK Position: Q2 2026 in Review

Bellevue Group reduced its McKesson (MCK) stake by 57% in Q2 2026, selling an estimated $10.1M and leaving 9,625 shares worth $7.27M. The position accounts for 0.15% of the portfolio, ranked #74.

Bellevue Group first reported a position in MCK in Q1 2016 and has held it in 42 quarters since. The position peaked at $29.7M in Q2 2025. 1,840 funds tracked by Wall St. Rank hold MCK as of Q2 2026.

Bellevue Group held 9,625 shares of McKesson worth $7.27M as of Q2 2026.
Bellevue Group sold 12,727 McKesson shares in Q2 2026, an estimated $10.1M.
McKesson made up 0.15% of Bellevue Group's portfolio in Q2 2026, its #74 holding.
Bellevue Group first reported a position in McKesson in Q1 2016 and has held it in 42 quarters since.
Bellevue Group's McKesson position peaked at $29.7M in Q2 2025.
1,840 funds tracked by Wall St. Rank held McKesson as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.